Redwood Financial Advisors (RFA) is a registered investment advisor offering portfolio management, financial planning, retirement planning, philanthropic planning, and financial consulting. RFA works with clients to review their financial situation and develop strategies to achieve their financial goals. RFA also sponsors lectures and seminars on topics like asset allocation, retirement planning, and tax planning.
Assets Under Management$15M
Clients9
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...